Screener
YLD vs IJH
Principal Active High Yield ETF vs iShares Core S&P Mid-Cap ETF
Key differences
YLD is an alternative ETF, while IJH is an equity ETF. YLD charges 0.39% a year and IJH 0.05%.
- YLD is an alternative fund, while IJH is an equity fund. They carry different risk/return profiles.
- YLD follows a multi strategy strategy; IJH uses index tracking.
- YLD covers global markets; IJH covers North America.
- IJH costs 0.34% less per year.
- IJH is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IJH has delivered higher annualized returns.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | IJH | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.05% |
| Fund size (AUM) | $545M | $119.2B |
| Since | 2015 | 2000 |
| Dividend yield | 7.29% | 1.19% |
| Asset class | alternative | equity |
| Region | global | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +6.9% | +23.7% |
| CAGR 3Y | +9.1% | +17.1% |
| CAGR 5Y | +4.9% | +7.8% |
| Sharpe 3Y | 0.92 | 0.77 |
| Volatility 1Y | 4.35% | 15.64% |
| Max drawdown | -28.34% | -42.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.